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| CCH Central Suite |

Welcome to the Feedback Forum for the CCH Central Suite of products. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on.

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| CCH Central Suite |

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How can we improve CCH Central Suite?

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71 results found

  1. Property expenses

    It would be useful to be able to enter expenses for a property for comparative purposes and then be able to choose between the actual expenses and the £1k property income allowance.

    Additionally, it is not possible to enter unused finance costs brought forward into the software when you are claiming the property allowance. Where we are claiming the property allowance and carrying forward unused finance costs, we therefore have to make a manual note of the amounts to carry forward. We should be able to record this in the relevant box to carry forward to the next tax year.

    13 votes
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    Proposed  ·  0 comments  ·  CCH Personal Tax  ·  Admin →
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  2. Set WIP limits

    We would like to be able to set WIP limits for certain clients. This would then flag up when that certain limit has been reached.

    3 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  3. Extra fields for contacts (like clients) and jobs (like workflow)

    Can we have configuration keys to enable extra fields to be visible for field chooser in these 2 areas too:
    - Contacts (find contact screen) like we have for clients
    - Jobs (job management) like we have for workflows

    3 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  4. Team responsibility at client or assignment level

    When we create assignments the assignment partner and assignment manager are immediately populated at assignment level. This over rides the assignment manager visible on the find client screen which has been entered under team responsibility which is where we enter the user roles. Can we have the ability to either switch off certain user roles or the pre-population at assignment levels be stopped or be able to specify if we want user roles to be set at either at client responsibility level or assignment level.

    4 votes
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    Under review  ·  0 comments  ·  CCH Practice Management  ·  Admin →
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  5. Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central

    Encrypt or hides the SQL sa password contained in the lookup.xml file present on every copy of CCH Central.

    This is a huge oversight. Meaning any of our users can easily obtain our SQL sa password stored in plain text on every deploy folder and potentially destroy our SQL CCH DB.

    8 votes
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    1 comment  ·  CCH Central  ·  Admin →
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    Under review  ·  AdminMatthew Routledge (Admin, CCH Software) responded

    Your submission is now under review


    Thank you for submitting your idea! We wanted to let you know that it is currently under review by our team.


    We appreciate your input and will keep you updated as we make progress.


    Best regards

    Product Development

    Wolters Kluwer UK TAA

  6. Add in the Personal Tax - Other Income as a reportable field for MTD Reports

    We have been comparing figures from Acs Production against the existing MTD reports and the Other Income figure under TXOTHBUSINC is not reportable within the Personal Tax options within Reporting. It would be very useful to have this added. Thanks

    8 votes
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    0 comments  ·  CCH Personal Tax  ·  Admin →
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  7. Extra Field Groups in Database Fields

    When you create a template in CCH which has database fields you are also able to see extra fields in this list.
    If you put your extra fields in groups they no longer appear.
    We would like all extra fields in all groups to be added to the database field drop down

    4 votes
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  8. Pension Annual Allowance Calculator as a tracking tool

    Although CCH PT will calculate the AA taper via the pensions tax charge entry, if an entry is made the Ai pages are generated with nothing on them. Often we wish to just track the AA and there is no charge to report.
    Can a fully functional AA calculator be introduced? We used Digita before CCH and they had a great tool that would work out the AA/taper/charges, etc.
    Also assisted with planning without having to keep separate records.

    21 votes
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    Under review  ·  0 comments  ·  CCH Personal Tax  ·  Admin →
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  9. A report that shows Employees Task Permission

    We would like to have a report where it shows all Employees and what Security Group they fall under

    4 votes
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    Under review  ·  0 comments  ·  CCH Central  ·  Admin →
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  10. SAVING ATTACHMENTS DOWN FROM PREVIOUSLY SAVED EMAILS

    Can we please have the ability to save attachments straight into Document Management when we open up an email within CCH. If the original user does not saved them down/the emails are automatically saved down it is a very long process to save it down separately

    6 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  11. Adding Cash residue when starting a new portfolio.

    When bringing forward balances on entering a client portfolio there is no space to include the cash residue that has been b/f. We have been advised to manually add extra shares - this means that the portfolio is not technically correct. Can this please be added to give a correct position on the client's portfolio? Ta

    6 votes
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    Under review  ·  1 comment  ·  CCH CGT & Dividends  ·  Admin →
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  12. Reporting from Online Filing

    It would be useful to be able to report from the Online Filing section of CCH Personal tax. We would be looking to report examples such as IRMarks, whether the return is an original, amendment 1, amendment 2 etc.

    23 votes
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    Under review  ·  5 comments  ·  CCH Personal Tax  ·  Admin →
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  13. Bulk Billing

    It would be very helpful if the bulk billing section worked rather than having to invoice individually

    3 votes
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    0 comments  ·  CCH Practice Management  ·  Admin →
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  14. Merge Document save as PDF

    On creating a mail merge document, as a huge number of clients do not have access to MS Word, can they be converted to PDF on creation to email out. Also it would be useful to be able to attach to an email template for bulk issue. Were advised by Support to raise the PDF creation.

    1 vote
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    Acknowledged  ·  1 comment  ·  CCH Document Management  ·  Admin →
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  15. email

    I NEED YOUR SUPPORT AND VOTES TO MAKE DM MORE PRACTICAL!!!

    Currently when an email is received from a client by user1 who file the email in DM and then forward the same email to use2 (without making any changes), the email is filed again automatically. If user2 then forward it to user3 to action, this email is filed again. User3 will respond to the same email to user2 who will then respond to user1 once the work have been completed. In brief one email received from a client is filed more than once. I cannot see the benefit of…

    4 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  16. Have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    have the 'include child' box ticked when running a WIP enquuiry rather than having to remember to tick each time

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  17. Email encryption

    Is there any way where emails created from CCH Central can include an encryption option? Currently, we use Egress in Outlook, however in CCH, that function seems to be nor available when an email is generated from CCH.

    1 vote
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    Acknowledged  ·  0 comments  ·  CCH Central  ·  Admin →
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  18. Enable drag and drop of docs from DM to Windows (desktop or email)

    5 votes
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    Under review  ·  0 comments  ·  CCH Document Management  ·  Admin →
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  19. Microsoft Power Platform Connector

    CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.

    For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.

    4 votes
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    Acknowledged  ·  2 comments  ·  CCH Workflow  ·  Admin →
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  20. Workflow Email Notification - Support Microsoft365 users

    Wolters Kluwer / CCH do not support Microsoft365 for email notification for workflow steps.

    Considering Microsoft365 is the most widely used platform it make no sense why we cannot use it. Even WK/CCH internally is on this platform!

    I recently tried to introduce workflow email notification and found the to enable it you must put the credentials into a table within the back end of your SQL server, When dealing with support I have now been told I have done everything correct but 365 is not supported.

    CCH Support Feedback : "All is correct, however these Email Notification to employees…

    3 votes
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    Under review  ·  0 comments  ·  CCH Workflow  ·  Admin →
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